ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 595 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,313,118 | +6.5% | 23,866 | +7.3% | 0.40% | +8.7% |
Q2 2023 | $2,171,723 | +3.0% | 22,251 | +4.7% | 0.37% | +0.8% |
Q1 2023 | $2,108,715 | -9.7% | 21,251 | -11.7% | 0.36% | -12.3% |
Q4 2022 | $2,334,582 | -14.2% | 24,078 | -14.9% | 0.42% | -20.0% |
Q3 2022 | $2,720,000 | +154.4% | 28,298 | +168.5% | 0.52% | +171.7% |
Q2 2022 | $1,069,000 | +11.5% | 10,539 | +15.3% | 0.19% | +25.7% |
Q1 2022 | $959,000 | +6.8% | 9,142 | +7.3% | 0.15% | +10.1% |
Q4 2021 | $898,000 | +0.4% | 8,524 | +0.8% | 0.14% | -5.5% |
Q3 2021 | $894,000 | -1.1% | 8,460 | -0.5% | 0.15% | -1.4% |
Q2 2021 | $904,000 | +3.0% | 8,502 | +2.4% | 0.15% | -3.9% |
Q1 2021 | $878,000 | -3.3% | 8,306 | -4.5% | 0.15% | 0.0% |
Q4 2020 | $908,000 | +60.1% | 8,696 | +59.5% | 0.15% | +92.5% |
Q3 2020 | $567,000 | +1.6% | 5,451 | 0.0% | 0.08% | -5.9% |
Q2 2020 | $558,000 | +118.0% | 5,451 | +112.5% | 0.08% | +80.9% |
Q1 2020 | $256,000 | – | 2,565 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Barber Financial Group, Inc. | 1,201,371 | $119,212,061 | 21.01% |
Walker Financial Services, Inc. | 187,176 | $18,573,471 | 19.14% |
KEATING INVESTMENT COUNSELORS INC | 447,102 | $44,365,972 | 16.77% |
GoalFusion Wealth Management, LLC | 170,586 | $16,927,249 | 13.30% |
M. Kulyk & Associates, LLC | 408,575 | $40,542,916 | 12.29% |
Wilshire Advisors LLC | 202,609 | $20,104,892 | 10.76% |
JEPPSON WEALTH MANAGEMENT, LLC | 233,586 | $23,178,739 | 10.09% |
AMJ Financial Wealth Management | 154,546 | $15,335,600 | 9.87% |
3EDGE Asset Management, LP | 1,302,388 | $129,235,921 | 9.73% |
TIEDEMANN ADVISORS, LLC | 2,111,894 | $209,563,286 | 9.52% |